See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $67,165 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $14,040 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $5,726 |
ADP BROKER-DEALER10+ years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,407 | $57,016-34.4% | $84,966-56.0% | $80,856-53.7% |
| Participation rate | 71.4% | 56.3%+15.1pp | 67.5%+3.9pp | 67.6%+3.8pp |
| Annual return | -8.55% | 21.66%-30.2pp | 66.38%-74.9pp | 35.59%-44.1pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,914 | $3,110+122.3% | $4,519+53.0% | $4,296+60.9% |
| Admin fee / account holder | $250 | $4,980-95.0% | $6,149-95.9% | $6,918-96.4% |